Selective Wealth Management, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Selective Wealth Management, Inc.
- $239 Million
- Q3 2024
A detailed history of Selective Wealth Management, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 5,555 shares of SCHM stock, worth $162,206. This represents 0.19% of its overall portfolio holdings.
Number of Shares
5,555
Previous 7,901
29.69%
Holding current value
$162,206
Previous $614,000
24.92%
% of portfolio
0.19%
Previous 0.27%
Shares
10 transactions
Others Institutions Holding SCHM
# of Institutions
932Shares Held
95.7MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$620 Million3.68% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$287 Million0.81% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$92.7 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$66.6 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$65.1 Million2.77% of portfolio